Steward Partners Investment Advisory’s MFS Active International ETF MFSI Stock Holding History

Steward Partners Investment Advisory’s Portfolio MFSI Stock Details MFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$995K	Buy	33,470 +2,391	+8%	+$73.9K	0.01%	1167
2025 Q4	$946K	Sell	31,079 -795	-2%	-$23.7K	0.01%	1096
2025 Q3	$942K	Buy	31,874 +17,032	+115%	+$490K	0.01%	1077
2025 Q2	$422K	Buy	+14,842	New	+$398K	﹤0.01%	1383

Other funds holding MFSI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

OSNBOA

Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RSA

River Street Advisors Aurora, Illinois $296M AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's MFSI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its MFS Active International ETF (MFSI) stake by 7.7% in Q1 2026, buying an estimated $73.9K and bringing the position to 33,470 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #1167.

Steward Partners Investment Advisory first reported a position in MFSI in Q2 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold MFSI as of Q1 2026.

Steward Partners Investment Advisory held 33,470 shares of MFS Active International ETF worth $995K as of Q1 2026.
Steward Partners Investment Advisory bought 2,391 MFS Active International ETF shares in Q1 2026, an estimated $73.9K.
MFS Active International ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1167 holding.
Steward Partners Investment Advisory first reported a position in MFS Active International ETF in Q2 2025 and has held it in 4 quarters since.
68 funds tracked by Wall St. Rank held MFS Active International ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.